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Featured Business Financial Advisor in Plymouth, MA
Plymouth Financial Advisors
Charles Carroll Financial Partners
374 Court Street
Plymouth, MA 02043
(855) 585-3600
Advisor Profile
Name:  Bill Hayes, CFP
Phone Number:  (855) 585-3600
Website:  Visit Website

About Charles Carroll Financial Partners

Charles Carroll Financial Partners is an independent financial planning and investment advisory firm serving clients throughout the U.S. from our offices in Boston, Massachusetts, and Washington D.C.

As independent fee-only financial advisors, our priority is helping clients to achieve their personal financial goals. We are committed to providing quality service tailored to the individual needs of our clients, and embrace our roles as fiduciaries which requires us to act in the best interests of our clients.

Without an advisor, many people struggle to properly and efficiently address important issues such as investments, retirement planning, insurance, and more.

Working with a financial advisor helps you to make the most of the financial opportunities available and preserve your wealth for the future.

Our NAPFA and CFP accredited professional financial advisors have the training and experience to help individuals and businesses reach their financial goals.
 

General Information

CRD#:    2093305
Firm CRD#:    147960
Name of Custodial Firm:    Charles Schwab
States Licensed in:    MA, VA,
States Willing to do Business in:   
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    2
Work Experience:    Our firm is built on 20 years of managing money
for clients with our proprietary model that uses
individual securities, individual bonds, and ETFs.
Bill's experience in the money management arena
has been fostered by positions at Merrill
Lynch,Fisher Investments, and most recently
Fidelity Investments. These positions have all
been customer relationship based with emphasis in
understanding and meeting the financial needs of
his clients.
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Annuities, Commodities
I can meet clients in the following ways:    Via email, At your home, At my office, Via phone, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Firm's Number of Clients:    40
Firm's Number of Planning Clients:    30
Firm's Number of Managed Clients:    40
Assets Managed by Firm:    $30,000,000+
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $200,000
 
 
 
Prepared By: Bill Hayes, CFP

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